Accumulation is easy but when you cross into the world of distribution everything you did before has to fit together to complete the puzzle. Read More
Love the Luck
Even though planning provides greater control of your outcomes and allows us the ability to be prepared, sometimes things happen that are pure luck. Embrace it. Read More
Is It Time to Refinance?
With interest rates starting to creep up, is it time to refinance your mortgage? Here is a few things to consider before you take that step. Read More
Stop Listening to Fools
Stop listening to fools predicting the future. Here are some ways to know you are listening to a fool. Read More
6 Great Things About Diversification
Understanding diversification is more that “not putting your eggs in one basket”. Here is six ways you can benefit from proper diversification. Read More
Planning for a Hail Mary Retirement
Sometimes its hard to make up for lost time, however, you often have options. Here is a few things to consider if you haven’t saved enough or anything for retirement. Read More
Unravelling Money & Remarriage
Getting remarried can lead to a host of financial complications. Here are some tips to to build a solid foundation. Read More
Taxes & Long-Term Care; 2 Other Uses for Life Insurance
Do you need life insurance in retirement? Well here are 2 great uses for life insurance to take advantage of during your retirement. Read More
Are You Better Off Dead?
In some cases you may be actually better off financially to have a spouse die than to go into a nursing home. Here is a case that I continue to see over and over again. Read More
No Patriotic Duty to Pay More Taxes
Anyone may arrange their affairs that their taxes shall be as low as possible; you are not bound to choose that pattern which best pays the Treasury. There is no patriotic duty to increase one’s taxes. Read More
